Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Durango, CO, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$135,000.00
# of Accounts
59
Avg Client Age
59
Overview

Fee Based RIA Celebrating 10 year anniversary with diverse client base. 100% employee owned by founder. Our platform is fiduciary based with risk analysis, investment management through ETF's, stocks, and alternatives including our biotanical cannabis portfolio invested in largest cannabis licensed producers, retail store fronts, and biotechnology. I'm Interested in merging with or acquiring practice $5M to $50M in AUM in Colorado using financing from Live Oak Bank. For questions please contact Jaime McMIllan at ___-___-____.

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